Jones Financial Companies’s Chesapeake Utilities CPK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$58.9K	Buy	488 +323	+196%	+$39K	﹤0.01%	2155
2025 Q1	$21.1K	Buy	165 +26	+19%	+$3.33K	﹤0.01%	2413
2024 Q4	$16.9K	Buy	+139	New	+$16.9K	﹤0.01%	2322
2023 Q2	–	Sell	-177	Closed	-$22.7K	–	544
2023 Q1	$22.7K	Buy	+177	New	+$22.7K	﹤0.01%	413